HSZYX Mutual Fund

HSZYX Mutual Fund

NAV$6.65
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Returns Overview

1 Month
+0.76%
3 Months
+12.95%
6 Months
+0.45%
YTD
+2.31%
1 Year
+2.57%
3 Years (annualized)
-7.13%
5 Years (annualized)
+0.18%
10 Years (annualized)
-2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSZYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 600 Small Cap Index(^SML:SP)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
-0.91%
vs Peers
+3.22%

HSZYX Mutual Fund Performance

HSZYX performance across multiple time periods: 1-month 0.76%, YTD 2.31%, 1-year 2.57%, 3-year -7.13%, 5-year 0.18%, 10-year -2.42%.

HSZYX returns outperform the peer average of -0.91% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

HSZYX vs another fund shows side-by-side returns. HSZYX alternatives are available in the Mutual Fund Screener.